London Co Of Virginia Top Holdings and 13F Report (2026)

About London Co Of Virginia

Investment Activity

London Co Of Virginia has $16.23 billion in total holdings as of March 31, 2026.
London Co Of Virginia owns shares of 167 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
Approximately 3.49% of the portfolio was purchased this quarter.
About 10.42% of the portfolio was sold this quarter.
This quarter, London Co Of Virginia has purchased 170 new stocks and bought additional shares in 25 stocks.
London Co Of Virginia sold shares of 103 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Apple: $576,076,552
Berkshire Hathaway: $518,628,525
Corning: $516,095,576
Norfolk Southern: $487,993,528
Dominion Energy: $429,249,530

Largest New Holdings this Quarter

76131D103 - Restaurant Brands International: $147,967,038 Holding
25754A201 - DOMINOS PIZZA INC: $129,252,891 Holding
420261109 - Hawkins: $26,790,745 Holding
G0593M107 - AstraZeneca: $1,276,013 Holding
278768106 - EchoStar: $427,423 Holding

Largest Purchases this Quarter

Restaurant Brands International: 2,002,235 shares (about $147.97M)
Dominion Energy: 2,165,195 shares (about $133.85M)
DOMINOS PIZZA INC: 360,242 shares (about $129.25M)
Berkshire Hathaway: 85,863 shares (about $41.15M)
Hawkins: 174,415 shares (about $26.79M)

Largest Sales this Quarter

Corning: 2,027,809 shares (about $275.72M)
Otis Worldwide: 724,183 shares (about $55.82M)
Charles Schwab: 536,713 shares (about $50.44M)
Waters: 149,364 shares (about $44.48M)
iShares Core S&P Mid-Cap ETF: 555,516 shares (about $37.51M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$576,076,552	$37,040,512 â–¼	-6.0%	2,269,872	3.5%	Computer and Technology
BRK.B Berkshire Hathaway	$518,628,525	$41,146,724 â–²	8.6%	1,082,249	3.2%	Finance
GLW Corning	$516,095,576	$275,722,693 â–¼	-34.8%	3,795,637	3.2%	Computer and Technology
NSC Norfolk Southern	$487,993,528	$31,730,111 â–¼	-6.1%	1,700,297	3.0%	Transportation
D Dominion Energy	$429,249,530	$133,852,609 â–²	45.3%	6,943,525	2.6%	Utilities
JNJ Johnson & Johnson	$392,173,353	$27,827,164 â–¼	-6.6%	1,604,354	2.4%	Medical
CVX Chevron	$391,481,783	$22,461,986 â–¼	-5.4%	1,892,105	2.4%	Energy
APD Air Products and Chemicals	$382,452,965	$12,065,194 â–¼	-3.1%	1,316,549	2.4%	Basic Materials
BLACKROCK INC	$380,463,477	$25,292,356 â–¼	-6.2%	395,591	2.3%	COM
AER Aercap	$348,996,651	$29,811,529 â–¼	-7.9%	2,544,068	2.2%	Transportation
ENTG Entegris	$346,519,304	$25,061,304 â–¼	-6.7%	2,955,631	2.1%	Computer and Technology
TXN Texas Instruments	$339,022,904	$20,921,949 â–¼	-5.8%	1,746,259	2.1%	Computer and Technology
SCHW Charles Schwab	$335,442,574	$50,440,534 â–¼	-13.1%	3,569,280	2.1%	Finance
PM Philip Morris International	$334,017,197	$22,792,211 â–¼	-6.4%	2,020,161	2.1%	Consumer Staples
PGR Progressive	$316,044,188	$19,451,408 â–¼	-5.8%	1,594,226	1.9%	Finance
TE CONNECTIVITY PLC	$311,406,167	$22,457,935 â–¼	-6.7%	1,489,812	1.9%	ORD SHS
CINF Cincinnati Financial	$296,988,353	$25,670,917 â–¼	-8.0%	1,887,411	1.8%	Finance
NEU NewMarket	$295,505,197	$20,378,409 â–¼	-6.5%	461,027	1.8%	Basic Materials
LOW Lowe's Companies	$292,923,184	$19,040,254 â–¼	-6.1%	1,239,707	1.8%	Retail/Wholesale
AWI Armstrong World Industries	$284,013,212	$23,545,828 â–¼	-7.7%	1,723,367	1.7%	Construction
CMI Cummins	$273,779,375	$18,198,010 â–¼	-6.2%	508,834	1.7%	Auto/Tires/Trucks
DLTR Dollar Tree	$251,895,897	$26,027,178 â–¼	-9.4%	2,300,205	1.6%	Retail/Wholesale
CB Chubb	$248,569,574	$13,109,422 â–¼	-5.0%	762,617	1.5%	Finance
CSCO Cisco Systems	$246,490,525	$17,924,232 â–¼	-6.8%	3,176,818	1.5%	Computer and Technology
NOC Northrop Grumman	$243,276,198	$18,083,635 â–¼	-6.9%	356,554	1.5%	Aerospace
MO Altria Group	$237,055,315	$16,289,579 â–¼	-6.4%	3,592,274	1.5%	Consumer Staples
MSFT Microsoft	$236,539,093	$15,990,025 â–¼	-6.3%	638,980	1.5%	Computer and Technology
KEYS Keysight Technologies	$235,225,921	$23,957,811 â–¼	-9.2%	833,037	1.4%	Computer and Technology
SOMNIGROUP INTERNATIONAL INC	$234,907,951	$21,803,144 â–¼	-8.5%	3,177,857	1.4%	COM
CHDN Churchill Downs	$233,003,726	$2,416,615 â–¼	-1.0%	2,593,821	1.4%	Consumer Discretionary
ALSN Allison Transmission	$223,031,679	$22,793,381 â–¼	-9.3%	1,905,273	1.4%	Auto/Tires/Trucks
FAST Fastenal	$217,803,072	$16,038,317 â–¼	-6.9%	4,694,013	1.3%	Retail/Wholesale
GOOG Alphabet	$214,404,041	$16,673,164 â–¼	-7.2%	747,417	1.3%	Computer and Technology
SBUX Starbucks	$203,197,479	$24,177,610 â–¼	-10.6%	2,268,061	1.3%	Retail/Wholesale
UNF UniFirst	$195,052,337	$15,122,353 â–¼	-7.2%	775,264	1.2%	Industrials
ODFL Old Dominion Freight Line	$188,494,121	$12,881,027 â–¼	-6.4%	964,653	1.2%	Transportation
MTB M&T Bank	$182,476,990	$19,183,711 â–¼	-9.5%	882,721	1.1%	Finance
MC Moelis & Company	$165,525,286	$9,007,841 â–¼	-5.2%	2,903,947	1.0%	Finance
COOPER COS INC	$159,956,425	$11,637,810 â–²	7.8%	2,237,145	1.0%	COM
VMC Vulcan Materials	$159,288,963	$16,772,462 â–¼	-9.5%	584,971	1.0%	Construction
ALLY Ally Financial	$153,188,116	$16,085,374 â–¼	-9.5%	3,904,868	0.9%	Finance
STE STERIS	$148,346,487	$15,387,212 â–¼	-9.4%	670,852	0.9%	Medical
QSR Restaurant Brands International	$147,967,038	$147,967,038 â–²	New Holding	2,002,235	0.9%	Retail/Wholesale
POST Post	$145,981,437	$10,874,181 â–¼	-6.9%	1,476,638	0.9%	Consumer Staples
UNH UnitedHealth Group	$141,834,619	$15,882,947 â–¼	-10.1%	524,146	0.9%	Medical
CBRE CBRE Group	$134,843,726	$13,652,533 â–¼	-9.2%	995,446	0.8%	Finance
BALL Ball	$134,649,390	$13,462,563 â–¼	-9.1%	2,277,942	0.8%	Industrials
LII Lennox International	$131,779,591	$14,500,150 â–¼	-9.9%	283,923	0.8%	Construction
DOMINOS PIZZA INC	$129,252,891	$129,252,891 â–²	New Holding	360,242	0.8%	COM
WTM White Mountains Insurance Group	$125,537,405	$3,441,067 â–¼	-2.7%	57,131	0.8%	Finance
PAYX Paychex	$124,743,667	$8,453,057 â–¼	-6.3%	1,354,123	0.8%	Computer and Technology
MLM Martin Marietta Materials	$111,627,359	$11,269,110 â–²	11.2%	189,623	0.7%	Construction
WAT Waters	$105,812,563	$44,481,123 â–¼	-29.6%	355,310	0.7%	Medical
ATR AptarGroup	$104,443,439	$10,254,431 â–¼	-8.9%	828,780	0.6%	Industrials
FIS Fidelity National Information Services	$101,525,330	$12,017,002 â–¼	-10.6%	2,164,254	0.6%	Business Services
CCI Crown Castle	$98,272,851	$1,517,763 â–¼	-1.5%	1,208,595	0.6%	Finance
BRKR Bruker	$93,335,503	$7,191,376 â–¼	-7.2%	2,584,029	0.6%	Computer and Technology
CPRT Copart	$90,659,503	$9,184,923 â–¼	-9.2%	2,730,705	0.6%	Business Services
OTIS Otis Worldwide	$86,457,855	$55,820,221 â–¼	-39.2%	1,121,660	0.5%	Industrials
AVTR Avantor	$85,081,702	$8,500,638 â–¼	-9.1%	10,852,257	0.5%	Medical
LW Lamb Weston	$83,247,483	$4,602,643 â–¼	-5.2%	1,969,879	0.5%	Consumer Staples
MUSA Murphy USA	$82,758,796	$1,376,777 â–¼	-1.6%	167,528	0.5%	Retail/Wholesale
V Visa	$80,859,174	$4,586,190 â–¼	-5.4%	267,533	0.5%	Business Services
POOL Pool	$80,282,171	$7,421,121 â–¼	-8.5%	396,785	0.5%	Consumer Discretionary
RSG Republic Services	$79,041,252	$4,952,480 â–¼	-5.9%	360,886	0.5%	Business Services
ACIW ACI Worldwide	$68,920,899	$11,431,337 â–²	19.9%	1,680,581	0.4%	Computer and Technology
FDX FedEx	$68,064,929	$4,364,986 â–¼	-6.0%	191,097	0.4%	Transportation
ORLY O'Reilly Automotive	$66,910,534	$2,849,425 â–¼	-4.1%	724,846	0.4%	Retail/Wholesale
THG The Hanover Insurance Group	$66,163,742	$1,698,871 â–¼	-2.5%	381,668	0.4%	Finance
CCCS CCC Intelligent Solutions	$52,449,538	$18,046,121 â–²	52.5%	8,741,590	0.3%	Computer and Technology
MARZETTI COMPANY	$49,857,405	$634,258 â–¼	-1.3%	360,415	0.3%	COM
FR First Industrial Realty Trust	$48,573,428	$1,134,044 â–²	2.4%	839,637	0.3%	Finance
CWST Casella Waste Systems	$42,265,710	$1,137,517 â–¼	-2.6%	532,707	0.3%	Business Services
DECK Deckers Outdoor	$41,820,647	$3,053,793 â–²	7.9%	417,824	0.3%	Retail/Wholesale
QLYS Qualys	$40,969,044	$6,772,329 â–²	19.8%	466,342	0.3%	Computer and Technology
MATX Matson	$40,048,207	$1,283,998 â–¼	-3.1%	244,282	0.2%	Transportation
CHD Church & Dwight	$38,252,521	$1,629,274 â–¼	-4.1%	409,907	0.2%	Consumer Staples
GOLF Acushnet	$38,138,075	$1,393,607 â–¼	-3.5%	407,979	0.2%	Consumer Discretionary
ESI Element Solutions	$35,853,122	$1,509,097 â–²	4.4%	1,050,175	0.2%	Basic Materials
LSTR Landstar System	$35,670,958	$1,065,436 â–¼	-2.9%	222,509	0.2%	Transportation
CACC Credit Acceptance	$33,761,466	$162,201 â–²	0.5%	79,720	0.2%	Finance
TTC Toro	$32,765,738	$3,813,920 â–²	13.2%	350,654	0.2%	Consumer Discretionary
JKHY Jack Henry & Associates	$32,342,431	$599,780 â–¼	-1.8%	204,641	0.2%	Computer and Technology
GTES Gates Industrial	$30,918,892	$1,002,777 â–¼	-3.1%	1,367,486	0.2%	Industrials
SAIA Saia	$30,484,483	$2,900,055 â–²	10.5%	86,774	0.2%	Transportation
EPRT Essential Properties Realty Trust	$29,851,884	$948,084 â–¼	-3.1%	983,262	0.2%	Finance
VNT Vontier	$29,318,593	$731,038 â–¼	-2.4%	826,573	0.2%	Business Services
AUB Atlantic Union Bankshares	$29,307,207	$979,135 â–¼	-3.2%	820,010	0.2%	Finance
ZBRA Zebra Technologies	$28,890,223	$297,324 â–¼	-1.0%	138,172	0.2%	Industrials
PSMT PriceSmart	$27,564,390	$1,033,651 â–¼	-3.6%	183,149	0.2%	Retail/Wholesale
NVDA NVIDIA	$27,394,054	$370,426 â–¼	-1.3%	157,076	0.2%	Computer and Technology
HWKN Hawkins	$26,790,745	$26,790,745 â–²	New Holding	174,415	0.2%	Basic Materials
CTS CTS	$25,621,454	$867,565 â–¼	-3.3%	536,460	0.2%	Computer and Technology
GHC Graham	$25,461,305	$934,748 â–¼	-3.5%	24,079	0.2%	Consumer Discretionary
IVV iShares Core S&P 500 ETF	$24,116,695	$3,130,570 â–¼	-11.5%	36,908	0.1%	ETF
RVLV Revolve Group	$23,166,009	$842,156 â–¼	-3.5%	1,024,590	0.1%	Consumer Discretionary
ATKR Atkore	$22,245,906	$2,009,197 â–¼	-8.3%	377,623	0.1%	Industrials
LLY Eli Lilly and Company	$21,551,131	$329,278 â–¼	-1.5%	23,431	0.1%	Medical
PLUS ePlus	$20,318,152	$565,587 â–¼	-2.7%	270,005	0.1%	Computer and Technology
HAE Haemonetics	$19,884,366	$5,029,720 â–²	33.9%	352,807	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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London Co Of Virginia Top Holdings and 13F Report (2026)

About London Co Of Virginia

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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London Co Of Virginia Top Holdings and 13F Report (2026)

About London Co Of Virginia

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLondon Co Of Virginia

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools